Job Management                                Creating a New Job                               Creating a New Job from a Prospect

Creating a New Job from a Prospect (continued)

Site Setup

6.  The Site Setup form will be displayed.  The name and address information automatically filled into this form was pulled from the information on the Prospect Opportunity form.  If this information is not the correct site information you may modify any of the information.  Fill out this form according to your company policy and procedures. 

If the Custom Fields tab(farthest tab to the right of Site Setup) is not dimmed out, this indicates your company is using some or all of the data entry fields on this form.  When finished with the Site Setup, click on the Custom Fields tab and fill out this form according to your company policy and procedures.

When finished, click the Save button.   You will receive a message confirming you want to save this new Customer, click the Yes button to proceed.

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